Broadridge Financial Solutions, Inc.
BR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001383312
In the last 90 days, Broadridge Financial Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 793
- +20 vs. Q4 2022
- Shares held
- 105.5M
- +1.83M (+1.8%) vs. Q4 2022
- Total value
- $15.4B
- +$1.56B (+11.3%) vs. Q4 2022
- New holders
- 87
- 297 more added
- Sold out
- 67
- 253 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $15.3B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.89M | 1.32% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,086 | $1.92M | 0.01% | −2,160−14.2% | Reduced |
| Schechter Investment Advisors, LLC | 13,179 | $1.93M | 0.18% | −368−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,473 | $1.97M | 0.03% | +395+3.0% | Added |
| Oppenheimer Asset Management Inc. | 13,545 | $1.99M | 0.03% | +167+1.2% | Added |
| Cynosure Management, LLC | 13,774 | $2.02M | 3.05% | −4,890−26.2% | Reduced |
| AdvisorShares Investments LLC | 13,776 | $2.02M | 0.63% | +4,200+43.9% | Added |
| Czech National Bank | 13,865 | $2.03M | 0.05% | +100+0.7% | Added |
| Daiwa Securities Group Inc. | 13,909 | $2.04M | 0.01% | +866+6.6% | Added |
| CenterBook Partners LP | 13,950 | $2.04M | 0.29% | +1,611+13.1% | Added |
| Princeton Global Asset Management LLC | 13,972 | $2.05M | 0.59% | +1,157+9.0% | Added |
| Stratos Wealth Partners, LTD. | 14,285 | $2.09M | 0.06% | +1,216+9.3% | Added |
| Occidental Asset Management, LLC | 14,416 | $2.11M | 0.53% | +696+5.1% | Added |
| Buckhead Capital Management LLC | 14,610 | $2.14M | 0.50% | +2,785+23.6% | Added |
| Fruth Investment Management | 14,632 | $2.14M | 0.62% | −1,128−7.2% | Reduced |
| First Republic Investment Management, Inc. | 14,739 | $2.16M | 0.00% | +1,169+8.6% | Added |
| HBK Sorce Advisory LLC | 14,741 | $2.16M | 0.10% | −15,657−51.5% | Reduced |
| ExodusPoint Capital Management, LP | 14,763 | $2.16M | 0.02% | +14,763 | New |
| Achmea Investment Management B.V. | 14,829 | $2.17M | 0.06% | −7,461−33.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,017 | $2.20M | 0.09% | +549+3.8% | Added |
| First National Trust Co | 15,062 | $2.21M | 0.12% | −200−1.3% | Reduced |
| Snowden Capital Advisors LLC | 15,065 | $2.21M | 0.09% | −5,871−28.0% | Reduced |
| Capital Group Private Client Services, Inc. | 15,095 | $2.21M | 0.03% | +15,095 | New |
| AQR Capital Management LLC | 15,106 | $2.21M | 0.00% | −1,794−10.6% | Reduced |
| Gulf International Bank (UK) Ltd | 15,429 | $2.26M | 0.05% | −3,833−19.9% | Reduced |
| Advisory Services Network, LLC | 15,802 | $2.32M | 0.06% | +328+2.1% | Added |
| Allianz Asset Management GmbH | 15,804 | $2.32M | 0.00% | −311−1.9% | Reduced |
| State of Alaska, Department of Revenue | 16,238 | $2.38M | 0.03% | −252−1.5% | Reduced |
| Gateway Investment Advisers LLC | 16,548 | $2.43M | 0.03% | −61−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,635 | $2.44M | 0.01% | +1,401+9.2% | Added |
| Mutual of America Capital Management LLC | 16,841 | $2.47M | 0.03% | +34+0.2% | Added |
| Sugarloaf Wealth Management, LLC | 16,975 | $2.49M | 0.61% | +373+2.2% | Added |
| Yousif Capital Management, LLC | 17,111 | $2.51M | 0.03% | −474−2.7% | Reduced |
| National Bank of Canada | 17,190 | $2.51M | 0.01% | +4,732+38.0% | Added |
| Suncoast Equity Management | 17,275 | $2.53M | 0.43% | +945+5.8% | Added |
| Candriam Luxembourg S.C.A. | 18,808 | $2.54M | 0.02% | +4,381+30.4% | Added |
| Long Road Investment Counsel, LLC | 17,450 | $2.56M | 1.23% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 17,523 | $2.57M | 0.01% | +541+3.2% | Added |
| M&T Bank Corp | 17,742 | $2.60M | 0.01% | +14+0.1% | Added |
| State of Tennessee, Treasury Department | 17,935 | $2.63M | 0.01% | −87,274−83.0% | Reduced |
| Atria Investments LLC | 17,989 | $2.64M | 0.05% | +8,841+96.6% | Added |
| Mariner, LLC | 18,334 | $2.69M | 0.01% | +1,053+6.1% | Added |
| USS Investment Management Ltd | 18,338 | $2.69M | 0.04% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 18,352 | $2.69M | 1.67% | −135−0.7% | Reduced |
| Creative Planning | 18,396 | $2.70M | 0.00% | +591+3.3% | Added |
| New York Life Investment Management LLC | 18,536 | $2.72M | 0.03% | −563−2.9% | Reduced |
| HighTower Advisors, LLC | 18,772 | $2.75M | 0.01% | +2,351+14.3% | Added |
| WSFS Capital Management, LLC | 18,776 | $2.75M | 0.29% | +8,751+87.3% | Added |
| Janney Montgomery Scott LLC | 19,490 | $2.86M | 0.01% | +688+3.7% | Added |
| Burney Co | 19,681 | $2.88M | 0.14% | −25−0.1% | Reduced |
| Griffin Asset Management, Inc. | 19,723 | $2.89M | 0.40% | +285+1.5% | Added |
| Intrust Bank NA | 19,850 | $2.91M | 0.37% | −930−4.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,952 | $2.92M | 0.03% | +64+0.3% | Added |
| TownSquare Capital, LLC | 19,971 | $2.93M | 0.06% | +1,283+6.9% | Added |
| Public Sector Pension Investment Board | 20,079 | $2.94M | 0.02% | −757−3.6% | Reduced |
| Citadel Advisors LLC | 20,519 | $3.01M | 0.00% | −440,075−95.5% | Reduced |
| Canada Pension Plan Investment Board | 20,683 | $3.03M | 0.00% | +5,418+35.5% | Added |
| Utah Retirement Systems | 20,691 | $3.03M | 0.04% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 22,403 | $3.07M | 0.30% | +906+4.2% | Added |
| Security National Bank | 20,953 | $3.07M | 0.82% | −3,083−12.8% | Reduced |
| Brinker Capital Investments, LLC | 21,249 | $3.11M | 0.04% | +1,450+7.3% | Added |
| Orion Portfolio Solutions, LLC | 21,249 | $3.11M | 0.04% | +19,188+931.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,851 | $3.20M | 0.02% | +136+0.6% | Added |
| Brown Capital Management LLC | 21,917 | $3.21M | 0.05% | −114−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,365 | $3.28M | 0.01% | −2,513−10.1% | Reduced |
| Panagora Asset Management Inc | 22,579 | $3.31M | 0.02% | −4,322−16.1% | Reduced |
| Parsons Capital Management Inc | 22,900 | $3.36M | 0.27% | −605−2.6% | Reduced |
| DnB Asset Management AS | 22,902 | $3.36M | 0.02% | −587−2.5% | Reduced |
| First Hawaiian Bank | 23,001 | $3.37M | 0.11% | +13+0.1% | Added |
| SEI Investments Co | 23,417 | $3.43M | 0.01% | +3,570+18.0% | Added |
| Forsta Ap-Fonden | 23,500 | $3.44M | 0.04% | −500−2.1% | Reduced |
| Texas Permanent School Fund | 23,546 | $3.45M | 0.03% | +6,564+38.7% | Added |
| Amica Mutual Insurance Co | 23,587 | $3.46M | 0.39% | −13,711−36.8% | Reduced |
| Agf Management Ltd | 24,678 | $3.62M | 0.02% | +865+3.6% | Added |
| Kestra Private Wealth Services, LLC | 24,755 | $3.63M | 0.14% | +4,898+24.7% | Added |
| Tredje AP-fonden | 24,948 | $3.66M | 0.06% | +1,234+5.2% | Added |
| Appleton Partners Inc | 25,175 | $3.69M | 0.33% | −4,774−15.9% | Reduced |
| Xponance, Inc. | 25,876 | $3.79M | 0.06% | −1,042−3.9% | Reduced |
| Shell Asset Management Co | 25,907 | $3.80M | 0.16% | +617+2.4% | Added |
| IFM Investors Pty Ltd | 26,080 | $3.82M | 0.06% | +1,028+4.1% | Added |
| Middleton & Co Inc | 26,248 | $3.85M | 0.55% | −3,486−11.7% | Reduced |
| Aureus Asset Management, LLC | 26,804 | $3.93M | 0.31% | +801+3.1% | Added |
| Brown Advisory Inc | 26,918 | $3.95M | 0.01% | +127+0.5% | Added |
| Greenleaf Trust | 27,782 | $4.07M | 0.05% | −27−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 28,049 | $4.11M | 0.08% | −206−0.7% | Reduced |
| Two Sigma Investments, LP | 28,065 | $4.11M | 0.01% | +28,065 | New |
| Fifth Third Bancorp | 28,204 | $4.13M | 0.02% | −3,929−12.2% | Reduced |
| Buffington Mohr McNeal | 28,356 | $4.16M | 0.95% | −453−1.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 28,500 | $4.18M | 0.22% | +5,500+23.9% | Added |
| MML Investors Services, LLC | 28,589 | $4.19M | 0.03% | +10,469+57.8% | Added |
| Andra AP-fonden | 29,300 | $4.29M | 0.11% | −2,900−9.0% | Reduced |
| Nomura Asset Management Co Ltd | 29,329 | $4.30M | 0.02% | +1,417+5.1% | Added |
| Brady Family Wealth, LLC | 29,881 | $4.38M | 1.73% | +1,932+6.9% | Added |
| Geneos Wealth Management Inc. | 29,943 | $4.39M | 0.27% | +29,756+15,912.3% | Added |
| Voloridge Investment Management, LLC | 30,031 | $4.40M | 0.02% | +2,975+11.0% | Added |
| Great Lakes Advisors, LLC | 30,549 | $4.48M | 0.04% | +568+1.9% | Added |
| Institutional & Family Asset Management, LLC | 31,235 | $4.58M | 0.76% | +1,328+4.4% | Added |
| Commonwealth Equity Services, LLC | 31,263 | $4.58M | 0.01% | +2,292+7.9% | Added |
| Northstar Group, Inc. | 31,510 | $4.62M | 1.18% | +445+1.4% | Added |
| Blair William & Co | 31,534 | $4.62M | 0.02% | −8,693−21.6% | Reduced |